Accurate Wealth Management’s Phillips Edison & Co PECO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $202K | Hold |
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|
2025
Q2 | $207K | Sell |
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|
2025
Q1 | $211K | Sell |
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|
2024
Q4 | $264K | Sell |
|
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|
2024
Q3 | $279K | Hold |
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|
2024
Q2 | $255K | Hold |
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|
2024
Q1 | $249K | Hold |
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|
2023
Q4 | $268K | Hold |
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|
2023
Q3 | $264K | Hold |
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|
2023
Q2 | $252K | Hold |
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|
2023
Q1 | $240K | Sell |
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|
2022
Q4 | $266K | Sell |
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|
2022
Q3 | $632K | Sell |
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|
2022
Q2 | $471K | Sell |
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|
2022
Q1 | $481K | Buy |
|